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Northwest Financial Advisors’s Expedia Group EXPE Stock Holding History

Northwest Financial Advisors’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$1.92K – 242
2024
Q3 		$1.92K Buy
+13
New +$1.72K ﹤0.01% 499
2024
Q1 		– Sell
-13
Closed -$1.97K – 222
2023
Q4 		$1.97K Buy
+13
New +$1.59K ﹤0.01% 494

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Northwest Financial Advisors's EXPE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Expedia Group (EXPE) in Q4 2024, closing a stake of 13 shares — an estimated $1.92K sold.

Northwest Financial Advisors first reported a position in EXPE in Q4 2023 and held it in 2 quarters. The position peaked at $1.97K in Q4 2023. 905 funds tracked by Wall St. Rank hold EXPE as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Expedia Group position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 13 Expedia Group shares in Q4 2024, an estimated $1.92K.
  • Northwest Financial Advisors first reported a position in Expedia Group in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Expedia Group position peaked at $1.97K in Q4 2023.
  • 905 funds tracked by Wall St. Rank held Expedia Group as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.